CPS 010
CPS 010
CPS 010
P. O. Box 819052, Dallas, Texas 75381-9052 USA Date: July 17, 1997
I. INTRODUCTION
The information below is Halliburton Energy Services’ “best practices” for the design, manufacture, and periodic test
and inspection of Wellhead Pressure Control Equipment (WPCE). These guidelines should be used to insure that all
WPCE will perform safely and as intended. This document replaces the Otis Standard of Operations (SO) 1103 and
Engineering Bulletin 441.
II. DEFINITIONS
• WPCE - Stuffing boxes, lubricators, liquid chambers, wireline valves, swages, tool traps, tree connections, grease
injection heads, crossovers, and like equipment used to control well pressure during wireline operations (slickline,
braided line, or E-line).
• H2S Service – Sour gas - Wells are considered sour if the H2S partial pressure is .05 psi or above. The parts
per million of H2S must be used in a calculation that involves the maximum down-hole pressure to calculate
the "gas partial pressure". Multiply either the mol percent or volume percent H2S in the gas by the maximum
pressure; for example: a well producing a gas containing 10 ppm H2S at 5,000 psi would result in an H2S
partial pressure of 10/1,000,000 X 5,000 psi, or 0.05 psi. A well producing 0.001 mol % H2S in 5,000 psi gas
would also represent 0.05 psi H2S partial pressure, because 0.001 X 0.01 X 5,000 psi = 0.05 psi. The
significance of 0.05 psi partial pressure H2S is that it is the cutoff for either sweet or sour service. Wells
producing 0.05 psi H2S partial pressure are, by law in Texas and per NACE, sour; H2S partial pressures less
than 0.05 psia are sweet.
• Standard (STD) Service – “sweet” wells, standard wells, those not considered H2S or Cold service.
• CO2 Service - CO2 containing well. No special WPCE is built for this service. STD service WPCE is used for CO2
Service.
• Cold Service – Temperatures below - 20°F (-28.9°C). Any WPCE used below -20°F must be rated for Cold
Service. New equipment should be ordered with a -75°F (-59.4°C) temperature rating, though existing cold
weather equipment may be rated for a higher temperature. See Technology Bulletin CPE 96004 for further details.
NOTICE: This document is confidential, proprietary property of Halliburton Energy Services. It is supplied for
use by Halliburton Energy Services employees only and shall not be copied, published or disclosed in whole or
in part without the prior written consent of Halliburton Energy Services.
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No. CPS 010 Technology Bulletin
Date July 17, 1997
• All Wellhead Pressure Control Equipment (WPCE) and devices used for lifting WPCE (such as lift caps, lubricator
clamps, slings, etc) must be built, repaired, and tested by approved Halliburton suppliers or facilities.
• Halliburton drawings and specifications furnished to non-Halliburton facilities must be handled according to
company policy which includes a Manufacturing and Confidentiality Agreement.
• WPCE must be designed, manufactured, and hydrostatically tested in compliance with accepted engineering and
industry standards. Although API 6A does not specifically cover WPCE, API 6A should be used as a guide. All
WPCE used in H2S service must comply with NACE Standard MR-01-75. Industry standard materials and
calculations (to determine pressure ratings, acceptable loading, and safety factors) must be used.
• Components must be built to engineering drawings and specifications.
• All pressure containing or load bearing components must be traceable.
• Field welding on WPCE should not be performed for any purpose unless authorized by Halliburton D/FW Center
Technology - Production Services and Equipment Engineering.
• Repairs of all WPCE is limited to existing engineering drawings or written instructions from the manufacturer.
• Maintenance, Testing, and Inspection (see sections V, VI, and VII for details)
• WPCE must receive regular maintenance and periodic testing and inspection to insure that the equipment
functions correctly and remains safe to use.
• Inspection and test records must be maintained for all WPCE.
• On all wireline jobs, the WPCE selected for use must be designed and built for the intended pressure and service.
• An assembled unit cannot be rated or used at a pressure higher than the rated working pressure of the lowest
pressure rated item in the assembly.
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No. CPS 010 Technology Bulletin
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• Elastomers
• Metals – primary material is 4130/4140 for WPCE, with stainless steels or high alloys such as Incoloy 925 used for
some smaller components to extend life. Yield strengths and hardnesses listed below are for 4130/4140
components; consult manufacturer for values for other materials.
1. STD or CO2 Service - 80,000 to 110,000 psi minimum yield; screw type swages (tree connections) must be
no less than P-105 grade (105,000 psi minimum yield material). Rockwell hardness must be 36 HRC (Brinell
341) or less.
Note: CO2 produces a weight loss corrosion that should be monitored. WPCE built of 4130/4140 material will
have an equal amount of weight loss corrosion whether the material is heat treated for STD or for H2S Service.
WPCE used periodically in CO2 can typically be used for years without excessive corrosion problems. For
extended use on CO2 wells, more frequent inspections of the WPCE should be made until the rate of corrosion
is known. If little corrosion is found, the frequency of inspection can be reduced to that listed in Table IV of
this bulletin.
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No. CPS 010 Technology Bulletin
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2. H2S Service - 75,000 to 80,000 psi minimum yield; screw type swages (tree connections) must be no less than
C-75 (75,000 psi minimum yield). Rockwell hardness must be 22 HRC (Brinell 237) or less. Must meet the
requirements of NACE MR-01-75.
Note: While L-80 at 22 HRC can be used for H2S Service, N-80 shall not be used for H2S due to
temperature limitations.
3. Cold Service - Same material as used with H2S Service except material is charpy impact tested at the
equipment’s temperature rating (-75°F (-59.4°C) for new equipment).
4. High Temperature - use in temperatures above 300°F (148.9°C) requires a reduction in pressure ratings for
most alloys. Aluminum (used on stuffing box sheaves/staffs and on the standard 16” hay pulley) cannot be used in
temperatures above 250°F (121.1°C). Contact D/FW Center Technology - Production Services and Equipment
Engineering for further details.
• The Wireline Coordinator must be notified (and his permission obtained) prior to each instance of rigging up on
any location that requires a threaded swage or coupling with a 2 3/8 inch 10 Rd. NU or 2-inch 11-1/2 V line pipe
thread connection. Any wireline job, or jobs of any nature, that place unnecessary stress on this connection must
be rigged up with a mast in order to eliminate excessive strain and weight on this connection.
• Lubricators must be properly supported to reduce stresses caused by side loading. Guy wires or mast must be used
if fishing or other operations involving jarring is anticipated or when more than two eight foot lubricator sections
are used.
• Tree connections for H2S wells will be flanged connections (see Table XI), unless otherwise authorized by the
Wireline Coordinator.
• The maximum pressure ratings of Tree Connections with API threads shall not exceed the ratings listed in Table
VII.
• In accordance with Table VI of this procedure, all threaded connections shall be checked for proper make-up prior
to rig-up.
• Hydraulic packing nuts should be used on all stuffing boxes, wiper/swab boxes, and grease injection control heads.
• Lower lubricator sections must have two bleed valves.
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No. CPS 010 Technology Bulletin
Date July 17, 1997
• WPCE should be stored in racks and under cover when not in use.
• Thread protectors should be used on all tree adapter and quick union threads.
• When redressing WPCE, all threaded connections should be torqued to the manufacturer’s recommended values.
See Table X torque values for “RF” (46LC, 46RC, 46RF, 46RH, and 46RS series) and “FO” (46FO series) type
lubricators. Refer to manufacturer’s design specifications or applicable API specification for other connections.
• Corrosion
• Corrosion results in loss of material and can affect the working pressure rating if the wall thickness is reduced.
• Corrosion of the sealing surfaces affects the ability to maintain fluid tight sealing integrity.
• Corrosion of mechanical components (threads, actuator stems, nuts, etc) can cause pressure containing safety
equipment to malfunction.
• Corrosion due to aerated waters (normal well fluids mixed with air) is the major cause of corrosion damage to
WPCE.
• Well fluids left in equipment between jobs can cause corrosion within a few hours as air mixes with the fluids.
• Corrosion prevention
• It is recommended that all WPCE be cleaned between jobs and sprayed with an inhibitor or oil.
• Quick Union seal diameters should be coated with grease after cleaning.
• To reduce corrosion in wireline valves, the valves can be filled with oil between jobs. The valves can be
mounted on a quick union box end “stob” affixed to the rear of the wireline truck or equipment skid. A spigot
or needle valve at the bottom of the stob is used to drain the oil into a bucket or jug before each job. After the
job and a thorough cleaning of the wireline valve, the valve is placed back on the box end stob and the same oil
is poured back into the valve.
• Refer to the WPCE’s Basic Design and Maintenance Instructions (BDMI) for detailed maintenance
instructions.
• If excessive corrosion occurs even with an aggressive maintenance program, use of equipment built of
corrosion resistant alloys (CRA) should be considered.
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No. CPS 010 Technology Bulletin
Date July 17, 1997
A. EQUIPMENT IDENTIFICATION:
1. WPCE assemblies, tree connections, and lifting devices should be identified by marking with the equipment’s
property number or similar unique identifier. The unique identifier should include the field location code (XXX), year
equipment was first put in service or first identified (**), and equipment sequence number (###). See table and
example below for recommended identification coding system. Marking will be done with Dot Stamps ( a method
permitted by NACE Standard MR-01-75). Welding is not permitted as a method of equipment identification.
TABLE I
RECOMMENDED CODING SYSTEM FOR WPCE IDENTIFICATION
As an example of XXX - ** - ### WPCE Identification format, for district location 125, the 4th 10,000 psi H2S
assembly put into service in 1997 would be coded >> 125-97-604
Note: The above coding system is not mandatory. Alternate types of coding may be used.
2. A log book should be set up listing the equipment identification number, a brief description of each assembly, and
periodic inspection/test records (see example below). Each assembly or tree adapter should be listed on individual
sheets and filed in the log book. Listing the equipment on separate sheets will allow easy comparison of equipment
from year to year, making it easier to predict the life of the equipment based on wear of the wall and quick union seal
diameters. The log book should be retained at the field location offices and filed under the heading “Field
Test/Inspection Log Book of WPCE”.
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No. CPS 010 Technology Bulletin
Date July 17, 1997
TABLE II
Wellhead Pressure Control Equipment - Periodic Field Inspection/Test Log
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No. CPS 010 Technology Bulletin
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• On rental equipment and equipment purchased from suppliers other than Halliburton or a Halliburton alliance
partner, a Rockwell or Brinell hardness check must be made per requirements in Table IV, Footnote 5. Record
hardness reading in log book (using Table II sheets).
• All WPCE is to be inspected/tested per the requirements of Table IV at the following times:
• All WPCE assemblies must be subjected to an initial proof test per Table III before being placed into service. A
record of this pressure test must be retained by the field location if the equipment was purchased from suppliers
other than Halliburton or a Halliburton alliance partner.
• Annually, all lifting devices and hay pulleys for WPCE must be visually inspected and tested at working load. If the
device’s load rating is ever exceeded or if damage to the device is suspected, the device should be visually
inspected, load tested at working load, and NDE inspected (using ES-I-72 magnetic particle inspection or ES-I-30
liquid penetrant).
• NDE and dimensional inspection of all primary pressure containing items or assemblies should be performed
without disassembly for inspection.
Exception: Tree adapters must be broken down for inspection.
NOTE:
a. Magnetic particle inspection must conform to requirements of ES-I-72. The dry powder method
will not be used unless permission is obtained from the Quality Assurance Department, HES - D/FW
Center.
b. In the event that Standard (STD) service WPCE has been exposed to H2S, the equipment is to be
pulled from service. The equipment part numbers and details of the exposure should be sent to
Technology (Production Services and Equipment Engineering) at D/FW Center for engineering review
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No. CPS 010 Technology Bulletin
Date July 17, 1997
• The field test of each assembly, body member, and seal will consist of four steps in accordance with Table IV,
Footnote 4, of this procedure:
1. a 5 minute low pressure-holding period with reduction of the pressure to zero.
2. a 5 minute primary pressure-holding period (at Field Test Pressure) with reduction of the pressure to
zero.
3. a 5 minute secondary pressure-holding period. (Repeat test at Field Test Pressure.)
4. a check of the coupled joints for loosening.
Note: The timing of each pressure-holding period is to be started when the predetermined test pressure has
been reached. See Table III for equipment test pressures. The low pressure test shall be conducted at 300 psi.
For wireline valves, the low pressure test is to be performed for the body test as well as the ram seal test. No
leakage is acceptable.
TABLE III
RELATIONSHIP BETWEEN WORKING PRESSURE,
INITIAL TEST HYDROSTATIC PROOF PRESSURE,
AND FIELD TEST PRESSURE
Working Pressure Initial Proof Field Test
(Maximum Working Pressure) Test Pressure * Pressure **
psi psi psi
2,000 4,000 2,000
3,000 6,000 3,000
5,000 10,000 5,000
6,000 12,000 6,000
10,000 15,000 10,000
15,000 22,500 15,000
20,000 30,000 20,000
30,000 37,500 30,000
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No. CPS 010 Technology Bulletin
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NOTES:
* All WPCE is to be tested by the supplier to the Initial Proof Test Pressure. For non-HES or non-HES alliance partner
built WPCE, a letter of compliance or test certificate is supplied by the vendor, stating that the equipment has been
proof tested at the above listed pressures. If the supplier cannot furnish a letter of compliance or test certificate, the
field location is to perform the proof test, following precautions listed below. The supplier should confirm that the
equipment can withstand the proof test pressure before the field attempts to perform the pressure test. Though most
supplier equipment is tested to the initial proof test pressures listed above, single piece threaded tree adapters are not
normally proof tested when built. The field is to test these tree adapters to Field Test Pressures only.
**Field Test Pressure is equivalent to rated working pressure of the equipment. Should a customer require that
equipment be tested to proof test pressure or if newly purchased/rented equipment has no documentation as noted
above, it is permissible to proof test WPCE provided the following precautions are taken:
1. The test shall be conducted in a safe location away from any personnel not involved in the test.
2. The equipment to be tested shall be placed in a test cell or covered completely with a containment blanket.
3. The pressure cavity of the equipment shall be completely filled with cold (room temperature) water.
4. After pressure test, the equipment is to be magnetic particle inspected.
TABLE IV
WPCE - TEST AND INSPECTION REQUIREMENTS
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No. CPS 010 Technology Bulletin
Date July 17, 1997
1.1 Personnel performing NDE to ES-I-72 and ES-I-73 and interpreting results will meet minimum Level
II requirements of SNT-TC-1A.
1.2 Radiographic Examination (X-Ray)
Perform radiographic examination per ES-I-73. Once accepted as per ES-I-73 Radiographic
Examination requirements, the item need not be radiographically inspected on an annual basis, unless
damage is suspected. Perform hardness check per Footnote 5 of this Table.
1.3 Magnetic Particle (Magnaflux) Examination
All magnetic particle examinations shall use the wet fluorescent method. The dry powder method
should not be used.
1.3.1 Prior to Magnetic Particle Inspection (ES-I-72), lightly dryhone or sandblast assembly surfaces,
including all welds and exposed threaded areas, to clean metal.
CAUTION: Non-threaded sealing surfaces should not be dryhoned or sandblasted.
1.3.2 Magnetic particle all WPCE per ES-I-72 after pressure test.
2. Visual Inspections
NOTE: The frequency of equipment inspection will depend on the severity of the well conditions, condition of the
equipment at last inspection, and the part's frequency of use. As a minimum, the equipment should be
inspected annually. Equipment used on wells producing sand or corrosive fluids may require more
frequent inspection. Operator can increase the frequency of inspection if he feels this is warranted based on
past experience.
2.1 Visually inspect ID on all assemblies for wire marks, flow cutting, or loss of wall thickness before
pressure test. If excessive wall thickness loss is suspected, check wall thickness per Footnote 3.
2.2 Visually inspect quick union items for damage, with special attention to thread condition and collar
make up.
2.3 Physically measure quick union seal areas per Table V and quick union threads per Section VII.
2.4 Visually inspect all WPCE, with special attention to seal areas, before pressure test.
2.5 Visually inspect coupled joints such as 8 round and line pipe V-threads for proper make up (see Table
VI). Tree connections that may consist of several threaded connections must be uncoupled, be made
free of rust, grease, etc. and visually inspected for threaded condition.
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No. CPS 010 Technology Bulletin
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3.1 All lubricator tubes should be checked visually every 12 months for signs of wear. Wear from wireline
or flow cutting should be checked and tubes scrapped if wear is excessive. If a loss of wall thickness is
suspected, wall thickness should be checked using ultra sonic inspection procedure ES-I-85-5. At a
minimum, wall thickness should be checked using ultrasonic inspection every 24 months.
3.2 The minimum wall thickness should meet the requirements of Tables VIII and IX. If the table does not
list the equipment being inspected, consult equipment supplier.
3.3 Personnel performing wall thickness checks per ES-I-85-5 and interpreting results must meet minimum
Level II requirements of SNT-TC-1A.
3.4 This procedure should also be used to check any WPCE that is suspected of having excessive wear.
However, due to the configuration of most WPCE, it is likely that most non-lubricator assemblies will
be replaced due to seal diameter wear and general equipment deterioration before a reduction in wall
thickness becomes a problem.
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No. CPS 010 Technology Bulletin
Date July 17, 1997
Note: For hydraulic wireline valves, no more than 500 psi should be needed to open rams. To close rams, use
manufacturer’s specified hydraulic pressure or 10% of the wireline valve’s working pressure if
hydraulic pressure is not specified (i.e. if working pressure is 10,000 psi, use 1000 psi hydraulic
pressure). Maintain hydraulic pressure during each pressure cycle below.
4.1.1 Pressure test to 300 psi with rams open. Hold pressure for a period of five minutes, check for
leaks, reduce pressure to zero.
4.2.2 Pressure test to 300 psi with rams closed. Pressure up from well side (this is normally from the
quick union pin and collar end). Open needle valve on upend of the valve. Hold pressure across
rams for a period of five minutes, check for leaks, and bleed pressure to zero through
equalizing valve. Open rams. Close needle valve and equalizing valve.
4.2.3 Pressure test to working pressure with rams open, hold pressure for five minutes, check for
leaks, reduce pressure to zero.
4.2.4 Repeat step 4.2.3 for a total of two pressure cycles at working pressure.
4.2.5 Pressure valve from well side to working pressure. Close rams, regulate pressure to maintain
valve’s working pressure. Slowly bleed pressure from up end (normally the end with the quick
union box end) of the valve. Hold pressure for five minutes, check for leaks, reduce pressure
to zero.
4.2.6 Bleed valve and hydraulic pressures to zero, and check coupled joints for loosening.
4.2.7 Visually inspect for cracks. Inspect using magnetic particle examination (per footnote 1.3) if
cracks are suspected or at a minimum every 24 months.
5. Hardness Testing
5.1 Hardness testing of rental equipment or equipment purchased from a non-HES or non-alliance partner
manufacturer is required before putting the equipment into service.
5.2 Hardness testing will be conducted in accordance with ES-I-125.
5.3 Standard service equipment will have a minimum hardness of 200 Brinell for 80,000 psi minimum
yield material or a hardness of between 30 Rockwell C (290 Brinell) and 36 Rockwell C (341 Brinell)
for 110,000 psi minimum yield material. Standard service equipment hardness will not exceed 36
Rockwell C (341 Brinell).
5.4 H2S service equipment hardness will not exceed 22 Rockwell C (237 BHN).
5.5 For welded pressure containing or retaining parts, hardness must be checked on both the base metal
and the weld.
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No. CPS 010 Technology Bulletin
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6. Paint Inspection
6.1 All WPCE is to be painted per Paint Specifications ES-C-61-* and ES-C-62-* or Engineering Bulletin
CPE 95002.
6.2 As the paint is used to provide some corrosion protection as well as to identify the equipment’s service
and pressure rating, the inspector must verify that the paint will perform both functions. If not, the
equipment should be repainted.
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No. CPS 010 Technology Bulletin
Date July 17, 1997
TABLE V
QUICK UNION INSPECTION
The Quick Union should be visually inspected for wear from abrasion and damage from handling before use. Sealing in the Quick
Union is dependent on three things:
1. the opening between the Seal Bore (Dimension B) and the Pin End extension (Dimension C)
2. the strength and condition of the Seal material;
3. the interference between the O-Ring and the metal items.
The maximum clearance between the Seal Bore (Dimension B) and the Pin End extension (Dimension C) is .020” (or 010” per
side). Quick Unions that fall out of these limits should be discarded.
QUN THD SEAL “A” MIN “C” MIN “B” WP (psi) SERVICE *O-RING
SIZE DIA. DIA. (in.) DIA (in.) MAX
(inches) DIA.
(in.)
**5 - 4 AC (3.50) 3.252 3.488 3.508 5M STD 91Q1236-H
5 - 4 AC (3.50) 3.122 3.488 3.508 5M-15M STD 91Q1338-H
5 3/4 - 4 AC (4.00 3.622 3.988 4.008 5M-15M H2S 91QV1342-M
6 1/4 - 4 AC (4.00) 3.622 3.988 4.008 15M H2S 91QV1342-M
6 1/2 - 4 AC (4.75) 4.372 4.738 4.758 5M-10M STD 91Q1348-H
7 1/2 - 4 AC (5.50) 5.122 5.488 5.508 15M H2S 91QV1354-M
8 1/4 - 4 AC (6.18) 5.706 6.176 6.196 5M-10M STD 91Q1434-H
8 3/8 - 4 AC (5.25) 4.768 5.238 5.258 5M-10M H2S 91QV1427-M
8 3/4 - 4 AC (7.50) 7.018 7.488 7.508 5M STD 91Q1441-H
9 - 4AC (6.75) 6.268 6.738 6.758 5M-10M H2S 91QV1438-M
9 1/2 - 4 AC (6.25) 5.872 6.238 6.258 15M H2S 91QV1435-M
9 1/2 - 4 AC (8.00) 7.518 7.988 8.008 5M H2S 91QV1443-M
11 1/2 - 4 AC (8.25) 7.768 8.238 8.258 10M H2S 91QV1444-M
12 1/4 - 4 AC (7.00) 6.518 6.988 7.008 15M H2S 91QV1439-M
* For groove size reference, only the o-ring is listed. Refer to Table XII for back-up rings.
** The 5-4 (3.50) QUN with 12 series o-ring is being phased out. New assemblies will have 13 series o-ring.
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No. CPS 010 Technology Bulletin
Date July 17, 1997
TABLE VI
TOLERANCES OF THREAD MAKE-UP
The recommended make-up of 11 1/2 V, 10 Rd. and 8Rd. threads can be visually checked and verified by use of the
diagram and table above.
The optimum make-up is illustrated by the Last Pin Thread location shown in the diagram. Ideally, the leading edge of
the box should just cover the last thread on the pin (optimum engagement). The minimum make-up should be where
the leading edge of the box does not cover the last threads on the pin, as illustrated by dimension “A” in the diagram.
The distance must not be greater than the dimensions shown in the table above for the thread types being used. The
maximum make-up should be where the leading edge of the box passes the last thread on the pin, as illustrated by
dimension “C” in the diagram. This distance is equivalent to two turns past the optimum make-up. The distance
should not be greater than the dimensions shown in the table above.
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No. CPS 010 Technology Bulletin
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Example: When making up 8Rd. collar onto an 8Rd. swedge, the leading edge of the collar should make up at
least to the point where not more than .25 inches of the pin threads are exposed. As illustrated, the
leading edge of the collar should not pass the last threads on the pin by more than .25 inches or two
turns.
Note: Refer to the applicable API document or manufacturer’s design specifications for recommended torque
values for these threads.
TABLE VII
PRESSURE RATINGS FOR TREE CONNECTORS
HAVING API TYPE THREADED END CONNECTIONS
* These are the maximum working pressures. Working pressure will be reduced for light weight tubing or if material
grade is lower than listed in Section IV. Consult equipment manufacturer for rated working pressure if rating is not
stamped on part.
Table VIII
API Tubing - Minimum Wall Thickness
Nominal Nominal
Tubing OD Tubing ID Minimum W all
EU Tubing Thread (in.) (in.) Thickness (in.)
2 3/8 - 4.7 lb. 2 3/8 1.995 0.166
2 7/8 - 6.5 lb. 2 7/8 2.441 0.190
3 1/2 - 9.3 lb. 3 1/2 2.992 0.223
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Table IX
“RF” Lubricator Tubing - Minimum Wall Thickness
Max ID
Nominal Working Under Minimum Tubing Maximum Tubing
Tubing ID Pressure Thread Wall thickness ID (in)
(in.) (psi) Service Tubing Thread (in.) (in.) (Reference)
Note: Table IX lists tubing wall thickness’ for 46LC, 46RC, 46RF, 46RH, and 46RS series lubricators. For 46FO series lubricators,
contact D/FW Center - Production Services and Equipment Engineering.
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No. CPS 010 Technology Bulletin
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Table X
TORQUE REQUIREMENTS - “RF” and “FO” LUBRICATOR TUBING JOINTS
RF Joint FO Joint
ID (in.) (ft-lb) (ft-lb)
2 1000 1100
2.5 1200 1320
2.62 1200 1320
3 1500 1650
4 1800 1980
4.5 2000 2200
5 2300 2530
6.38 3000 3300
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TABLE XI
FLANGED TREE CONNECTIONS W/ QUICK UNION BOX END
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TABLE XII
HALLIBURTON PREFERRED QUICK UNIONS
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No. CPS 010 Technology Bulletin
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A. GENERAL
In order to provide greater safety, both for our customers and our own personnel, all Halliburton Quick Unions with 4
pitch ACME thread should be inspected for excessive thread wear. This section identifies the gauges required and
gives instructions for the quick union thread inspection.
B. GAUGE REQUIREMENTS
1. Gauge
Each field location needs access to a thread wear gauge that is specially designed for inspecting 4 pitch ACME threads.
Locations that have quick union sizes 11 1/2" OD and smaller should order the 12" gauge, part number 46GA1.
Locations that have connections larger than 11 1/2" OD should order the 18" gauge, part number 46GA2.
Note: The 18" gauge can also be used for the smaller quick union threads. When ordering the gauge, specify
the gauge number that is appropriate for the size of quick unions available at your location. Refer to
the spare parts list at the end of this bulletin for part number of any replacement parts.
2. Calibration
The gauge will be initially calibrated by the gauge manufacturer. The gauge shall be recalibrated one year from the
date of first use and recalibrated annually thereafter. Gauge calibration should be performed by an approved calibration
vendor. If an approved calibration vendor is not available locally, send the gauge to the Calibration Lab at HES D/FW
Center. The caliper, the micrometer standard and the gauge balls (see Figure 3) should be calibrated per
manufacturer's specifications. All calibration documentation should be kept on file for a minimum of 5 years.
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To insure the accuracy of the thread inspection, the 5" micrometer standard can be used to check the accuracy of the
caliper between calibration periods. Recalibrate the gauge any time the caliper reading is off more than .001". The
accuracy of the caliper should be checked at least every new day the caliper is used. During thread inspection, the
gauge (the caliper with the extensions attached) should be periodically checked to insure that the extensions do not slip.
C. PRELIMINARY INSPECTION
Because Quick Union seal diameters are more susceptible to wear than the thread, the seal diameters should be
inspected before inspecting for thread wear. Quick Union seal wear inspection procedure and seal wear criteria is
outlined in Table V. Quick unions that fall out of the limits of the seal wear criteria should be discarded or repaired.
Inspect the threads if and only if the seal diameter checks within the seal wear criteria.
Note: Collars are likely to show more thread wear than the quick union box end threads, as box ends are often replaced
due to seal diameter wear before the box end’s threads begin to wear.
Use the form supplied at the end of this bulletin to document all connections inspected per this bulletin. The field
inspector should inspect each part and file the completed form along with other field test reports.
1. Disassembly is required for inspection of parts with female threads (i.e. on collars). However, most parts that
have male threads (i.e. on box ends) can be inspected without disassembly.
SPECIAL NOTE: For locations that have welded lubricators, contact D/FW Production Services and
Equipment Engineering for inspection procedure.
2. Clean the threads using cleaning solvent (i.e. WD-40) and a brush with hard bristles. Do not sand blast part.
3. Visually inspect the threads for areas that show excessive wear. Record any notable thread damage or thread
wear.
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4. Wear of male threads should initially be checked by inserting the gauge ball between each thread. If the ball
bottoms out on the thread root, the thread is considered to have worn too much (see Figure 1). Count the
number of threads that have worn too much (the number of times the ball bottoms out). If the number of worn
threads (for a given quick union size) exceeds the value in Table XV, the connection should be replaced,
otherwise proceed to step #5.
CAUTION: If the gauge ball did not bottom out on any thread, the connection may still have worn too much,
so proceed to the next step.
NOTE: For female threads it is difficult to tell whether the ball bottoms out on the thread root, so this method
cannot be used. To inspect female threads, start with step #5.
5. Measure the thread outside diameter (OD) for male threads or the thread inside diameter (ID) for female
threads as shown in Figure 2 (record the average of three measurements).
NOTE: The caliper reading should be verified each new day the caliper is used. Use the 5" micrometer
standard to check the accuracy of the gauge.
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No. CPS 010 Technology Bulletin
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6. Compare the average measured OD or ID with the values in Table XIII. If the measured dimension is below
the minimum OD for male threads or above the maximum ID for female threads, disregard the remaining steps
as the threads have worn too much. The connection must be replaced with a new one. Otherwise, proceed to
the next step.
7. Place the connection on a flat surface as shown in Figure 2 (for connections that can be removed from the
assembly). For those parts that cannot be disassembled, raise the connection sufficiently from the ground to
allow free access to it. Draw a straight line down across each thread, this line will be used to count the threads
and serve as the location point for gauging each thread.
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No. CPS 010 Technology Bulletin
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b. Open the caliper arms so that the extensions can be attached as shown.
d. Slide the extension over the caliper arms and slide it down until the caliper arm hits the roll pin, tighten
down the Allen screws.
NOTE: The Allen screw should be on the opposite side of the digital read-out, and the short end of the gauge
ball stem should be pointing in.
e. Check to see that when the caliper arms are closed, the balls are at the same level and that they come in
contact squarely. Make adjustments as required by sliding the extension along the caliper arm.
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No. CPS 010 Technology Bulletin
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9. Zero the gauge. Close the caliper arms so the balls come in contact. Turn the gauge on and press the reset
button to zero the gauge.
10. Open or close the caliper arms as you would to measure the thread OD or ID. Place the caliper ball of one arm
in the valley between two threads. The ball on the other caliper arm should be placed on the opposite side of
the connection between the same two threads, 180 degrees away (see Figure 4). The caliper reading will be
used to determine pitch diameter (PD) wear.
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No. CPS 010 Technology Bulletin
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11. Going down along the line drawn in step 7, measure and record the caliper reading for each thread. Start at the
top with the first full thread and measure as many threads as the gauge can reach.
NOTE: To insure accurate measurement, periodically check the gauge using the 5" micrometer standard. The
extension arms may slip causing inconsistent readings. If this occurs, realign the extension arm and tighten the
set screws. The gauge should be re-zero’ed and measurement re-taken.
For parts where all the threads cannot be measured, follow the instructions below:
If the last thread measured was good, then the remaining threads should also be considered good. If the last
thread measured was bad, then add 1 to the number of bad threads.
12. Compare the caliper readings with the values (for a particular quick union size) given in Table XIV. If the
measured value is below the Table XIV value for male threads or above the Table XIV value for female
threads, the thread is considered to have worn too much. Count the number of threads that have worn too
much.
13. Using Table XV, determine whether the connection is still good or if the connection should be replaced. If the
number of bad threads is greater than the value given in Table XV, the connection should be replaced with a
new connection.
14. If there is any difficulty determining the acceptability of a connection or if your quick union is not listed in the
tables, contact D/FW Production Services and Equipment Engineering for acceptance criteria.
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No. CPS 010 Technology Bulletin
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TABLE XIII
NOTE: If your quick union is not listed above (either by size or service), the quick union is non-standard and D/FW
Production Services and Equipment Engineering should be contacted for acceptance criteria.
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No. CPS 010 Technology Bulletin
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TABLE XIV
NOTE: Table XIV values for male and female thread diameters are not actual pitch diameter values, but are used to
check wear at the pitch diameter.
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TABLE XV
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* Requires two per gauge. Extension Arms come with set screws, roll pin, and Allen wrench.
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No. CPS 010 Technology Bulletin
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Acceptance Criteria:
Male Thread Female Thread
Inspection Procedure:
*Per Step 3; Record any notable thread damage or thread wear. _________________________
_____________________________________________________________________________
*Per Step 4; Does the gauge ball bottom out on the root diameter? Yes/No _________
Number of times _________________________
* Per Steps 5-6; Measure the inside diameter - female threads ____________________________
or Measure the outside diameter - male threads _____________________________
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